IRC
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Investors Research Corp’s WisdomTree US MidCap Fund EZM Stock Holding History

Investors Research Corp’s Portfolio EZM Stock Details EZM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$136K Hold
1,799
– – 0.02% 301
2026
Q1 		$121K Sell
1,799
-4,671
-72% -$323K 0.02% 313
2025
Q4 		$432K Sell
6,470
-74
-1% -$4.89K 0.08% 218
2025
Q3 		$431K Sell
6,544
-151
-2% -$9.75K 0.08% 217
2025
Q2 		$414K Sell
6,695
-58
-0.9% -$3.42K 0.08% 217
2025
Q1 		$402K Sell
6,753
-84
-1% -$5.25K 0.09% 217
2024
Q4 		$427K Sell
6,837
-141
-2% -$9.03K 0.09% 215
2024
Q3 		$435K Sell
6,978
-3,171
-31% -$190K 0.1% 219
2024
Q2 		$587K Sell
10,149
-12,634
-55% -$739K 0.14% 183
2024
Q1 		$1.39M Sell
22,783
-144
-0.6% -$8.27K 0.33% 61
2023
Q4 		$1.32M Sell
22,927
-43
-0.2% -$2.22K 0.32% 64
2023
Q3 		$1.17M Sell
22,970
-464
-2% -$24.7K 0.3% 70
2023
Q2 		$1.24M Sell
23,434
-617
-3% -$30.6K 0.31% 72
2023
Q1 		$1.2M Sell
24,051
-1,009
-4% -$52.1K 0.31% 76
2022
Q4 		$1.22M Sell
25,060
-57
-0.2% -$2.78K 0.33% 70
2022
Q3 		$1.1M Sell
25,117
-76
-0.3% -$3.7K 0.34% 64
2022
Q2 		$1.16M Sell
25,193
-187
-0.7% -$9.48K 0.35% 67
2022
Q1 		$1.39M Sell
25,380
-806
-3% -$43.7K 0.39% 63
2021
Q4 		$1.47M Sell
26,186
-19
-0.1% -$1.04K 0.45% 61
2021
Q3 		$1.36M Sell
26,205
-101
-0.4% -$5.32K 0.46% 60
2021
Q2 		$1.38M Hold
26,306
– – 0.48% 62
2021
Q1 		$1.34M Sell
26,306
-74
-0.3% -$3.55K 0.5% 44
2020
Q4 		$1.15M Sell
26,380
-171
-0.6% -$6.79K 0.45% 46
2020
Q3 		$908K Sell
26,551
-1,168
-4% -$40.2K 0.44% 55
2020
Q2 		$903K Buy
27,719
+7,456
+37% +$227K 0.45% 52
2020
Q1 		$535K Buy
20,263
+12,677
+167% +$469K 0.33% 98
2019
Q4 		$319K Buy
7,586
+2,666
+54% +$109K 0.15% 217
2019
Q3 		$194K Buy
4,920
+1,223
+33% +$47.9K 0.1% 269
2019
Q2 		$148K Buy
+3,697
New +$147K 0.08% 305

Other funds holding EZM

DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
FIM
Freedom Investment Management Hartford, Connecticut $359M AUM 23.01% 1-Year Est. Return
CPC
Consolidated Planning Corp Atlanta, Georgia $742M AUM 25.54% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
IC
IEQ Capital Foster City, California $21.7B AUM 77.3% 1-Year Est. Return

Investors Research Corp's EZM Position: Q2 2026 in Review

Investors Research Corp held its WisdomTree US MidCap Fund (EZM) position steady in Q2 2026 at 1,799 shares worth $136K. The position accounts for 0.02% of the portfolio, ranked #301.

Investors Research Corp first reported a position in EZM in Q2 2019 and has held it in 29 quarters since. The position peaked at $1.47M in Q4 2021. 187 funds tracked by Wall St. Rank hold EZM as of Q2 2026.

  • Investors Research Corp held 1,799 shares of WisdomTree US MidCap Fund worth $136K as of Q2 2026.
  • Investors Research Corp left its WisdomTree US MidCap Fund share count unchanged in Q2 2026.
  • WisdomTree US MidCap Fund made up 0.02% of Investors Research Corp's portfolio in Q2 2026, its #301 holding.
  • Investors Research Corp first reported a position in WisdomTree US MidCap Fund in Q2 2019 and has held it in 29 quarters since.
  • Investors Research Corp's WisdomTree US MidCap Fund position peaked at $1.47M in Q4 2021.
  • 187 funds tracked by Wall St. Rank held WisdomTree US MidCap Fund as of Q2 2026.

Based on Investors Research Corp's 13F filing for Q2 2026, filed 10 Jul 2026.